Client Services

Our firm offers a wide range of services to our individual and business clients. Because we value relationships, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Client Services


Accounting Services

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

*Audit- an intensive examination with the highest level of assurance

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Computerized payroll services

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

*Litigation support

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Tax Services

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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Consulting Services

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

*Accounting software selection and implementation

*Type of entity selection

*Business valuations

*Buying/selling a business

*Computer systems

*Financial planning and retirement decisions

*Estate, trust & gift planning

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Miscellaneous

Estate Administration

Over the years, various members of the firm have been requested to provide estate adminstrator duties, including serving as executors. Our experience qualifies us for this distinguished role.

The fiduciary is responsible for safekeeping, management, and depositor of assets on behalf of others. The fiduciary is accountable to various parties including the courts, beneficiaries, taxing authorities, and regulatory authorities. Accordingly, the accounting reports are quite unlike traditional balance sheets and income statements.

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Non Profit Compliance and Consulting

Members of our firm have served non profits in professional, volunteer and fidiciary capacities. These entities have unique accounting and tax requirements and can be subject to rigourous regulatory requirements at the state and federal level. Our services include financial planning as well as tax and accounting services.

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Multistate Tax Advice and Compliance

In today's business environment, multi state tax compliance and planning is critical. We regularly assist clients in determining nexus, registration requirements, sales tax, income tax and payroll related matters.

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